Simon Little

Principal & Financial Adviser

Simon Little commenced employment in the Financial Services Industry in 2004 and is the founding principal and owner of Insure Invest Financial Services.

Simon is responsible for direct advice to clients and implementation of Financial and Risk Protection strategies. Simon specialises in Insurances strategies to individuals and business owners, Superannuation and Retirement Planning.

Simon holds the Diploma of Financial Services and is currently studying the Advanced Diploma of Financial Services. He is a Justice of the Peace and a member of the Association of Financial Advisers (AFA) and was a finalist in the AFA Rising Star award in 2009. Simon won the Young Adviser of the year award in 2009 for Aon Hewitt Financial Advice Limited. Simon has also recently completed The Aon Hewitt Professional Service Firm Leader Program at Cambridge Judge Business School in the UK.

Simon is passionate about educating his clients to help understand the complexities of investment and insurance through all stages of life. His exceptional ability to streamline and demystify the process is why our clients refer their family and friends – they know he will always work in their best interests.

Our People

Hear from our clients

“Absolutely amazing. We received the best and most friendly service and assistance we could have asked for. Our future now looks amazing thanks to Simon Little and his team” and “The ease of mind that we can can our bills paid and enjoy retirement when it comes. And knowing my family is ok if something […]